Geo Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,112 shares of EFG stock, worth $564,006. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,112
Previous 4,898 4.37%
Holding current value
$564,006
Previous $489,000 16.97%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$89.8 - $112.0 $19,217 - $23,968
214 Added 4.37%
5,112 $572,000
Q1 2025

May 09, 2025
SELL
$96.1 - $106.37 $212,861 - $235,609
-2,215 Reduced 31.14%
4,898 $489,000
Q4 2024

Feb 13, 2025
BUY
$96.83 - $106.88 $77,560 - $85,610
801 Added 12.69%
7,113 $688,000
Q3 2024

Nov 12, 2024
BUY
$96.84 - $108.77 $83,960 - $94,303
867 Added 15.92%
6,312 $679,000
Q2 2024

Aug 12, 2024
BUY
$97.17 - $106.25 $193,076 - $211,118
1,987 Added 57.46%
5,445 $557,000
Q1 2024

May 15, 2024
SELL
$93.77 - $104.85 $324,256 - $362,571
-3,458 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$93.77 - $104.85 $85,705 - $95,832
-914 Reduced 20.91%
3,458 $358,000
Q4 2023

Feb 13, 2024
BUY
$82.53 - $96.98 $95,322 - $112,011
1,155 Added 35.9%
4,372 $423,000
Q3 2023

Nov 13, 2023
BUY
$85.55 - $97.39 $12,404 - $14,121
145 Added 4.72%
3,217 $277,000
Q2 2023

Aug 10, 2023
BUY
$93.15 - $96.95 $139,538 - $145,231
1,498 Added 95.17%
3,072 $293,000
Q1 2023

May 12, 2023
BUY
$84.36 - $93.68 $54,159 - $60,142
642 Added 68.88%
1,574 $147,000
Q4 2022

Feb 13, 2023
BUY
$72.2 - $88.14 $67,290 - $82,146
932 New
932 $78,000
Q2 2022

Aug 12, 2022
SELL
$77.95 - $97.78 $217,402 - $272,708
-2,789 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$87.3 - $110.53 $1.45 Million - $1.84 Million
-16,643 Reduced 85.65%
2,789 $269,000
Q4 2021

Feb 14, 2022
SELL
$105.06 - $113.44 $704,532 - $760,728
-6,706 Reduced 25.66%
19,432 $2.14 Million
Q3 2021

Nov 12, 2021
SELL
$105.79 - $113.94 $44,326 - $47,740
-419 Reduced 1.58%
26,138 $2.78 Million
Q2 2021

Aug 17, 2021
BUY
$102.07 - $109.39 $2.71 Million - $2.91 Million
26,557 New
26,557 $2.85 Million
Q1 2021

May 13, 2021
SELL
$97.17 - $105.39 $3.32 Million - $3.6 Million
-34,203 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$86.3 - $101.51 $2.95 Million - $3.47 Million
34,203 New
34,203 $3.45 Million

Others Institutions Holding EFG

# of Institutions
1,103
Shares Held
121M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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